CIK: 0001484085
申告総資産額
$3.4億
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 33.43% | -0.76% | -0.95% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 15.50% | +0.39% | -0.58% | |
| 3 | SYY | Sysco CORP | 株式-生活必需品 | 15.15% | +0.33% | -2.79% | |
| 4 | TECD1USD | Tech Data CORP | 株式-その他 | 7.53% | — | -3.97% | |
| 5 | HTLD | Heartland Express INC | 株式-その他 | 7.07% | — | -4.82% | |
| 6 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 6.97% | -1.11% | +2.63% | |
| 7 | ✓ | U S G CORP | 株式-その他 | 4.02% | — | -0.05% | |
| 8 | AXP | American Express Co | 株式-金融 | 2.48% | +0.28% | — | |
| 9 | DJCO | Daily Journal CORP | 株式-その他 | 1.41% | — | — | |
| 10 | ADP | Automatic Data Processing | 株式-IT | 1.32% | — | — | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 0.94% | — | — | |
| 12 | UTXZ | United Tech CORP | 株式-その他 | 0.80% | — | +3.74% | |
| 13 | PM | Philip Morris International | 株式-生活必需品 | 0.70% | +0.03% | — | |
| 14 | ORCL | Oracle CORP | 株式-IT | 0.63% | — | -17.21% | |
| 15 | WMT | Walmart INC | 株式-生活必需品 | 0.53% | -0.21% | — | |
| 16 | BBTUSD | Bb&t CORP | 株式-その他 | 0.23% | — | — | |
| 17 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.22% | — | — | |
| 18 | NHI | Natl Health Investors INC | 株式-その他 | 0.20% | — | — | |
| 19 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.19% | — | — | |
| 20 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.18% | -0.06% | +0.46% | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.18% | — | — | |
| 22 | DUK | Duke Energy CORP | 株式-公益事業 | 0.17% | — | — | |
| 23 | BAC | Bank Of America CORP | 株式-金融 | 0.14% | +0.05% | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | TECD1USD | Tech Data CORP | +0.9% | -3.97% | 減少 |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +0.5% | -0.58% | 減少 |
| 3 | HTLD | Heartland Express INC | +0.2% | -4.82% | 減少 |
| 4 | BRK-A | Berkshire Hathaway Inc-cl A | +0.2% | +2.63% | 増加 |
| 5 | AXP | American Express Co | +0.1% | — | 変化なし |
| 6 | MSFT | Microsoft CORP | +0.1% | — | 変化なし |
| 7 | NSC | Norfolk Southern CORP | 0% | — | 変化なし |
| 8 | UTXZ | United Tech CORP | 0% | +3.74% | 増加 |
| 9 | BAC | Bank Of America CORP | 0% | — | 変化なし |
| 10 | BBTUSD | Bb&t CORP | 0% | — | 変化なし |
| 11 | NHI | Natl Health Investors INC | 0% | — | 変化なし |
| 12 | VV | Vanguard Large-cap ETF | 0% | — | 変化なし |
| 13 | JNJ | Johnson & Johnson | — | — | 変化なし |
| 14 | DUK | Duke Energy CORP | 0% | — | 変化なし |
| 15 | WMT | Walmart INC | 0% | — | 変化なし |
| 16 | PM | Philip Morris International | 0% | — | 変化なし |
| 17 | BMY | Bristol-myers Squibb Co | -0.1% | +0.46% | 増加 |
| 18 | ADP | Automatic Data Processing | -0.1% | — | 変化なし |
| 19 | DJCO | Daily Journal CORP | -0.1% | — | 変化なし |
| 20 | ORCL | Oracle CORP | -0.2% | -17.21% | 減少 |
| 21 | ✓ | U S G CORP | -0.2% | -0.05% | 減少 |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | -0.4% | -0.95% | 減少 |
| 23 | SYY | Sysco CORP | -1% | -2.79% | 減少 |